Safari Portal makes it easy to create, customize, and share forms that streamline the way you collect information. Whether you’re capturing new leads, planning trips, gathering guest information, or collecting feedback, every response is automatically linked — updating contact profiles, creating new ones when needed, and attaching to the right File so nothing gets lost.

Creating a Form

1. Go to the Forms module.
2. Choose one of the following options:
3. • Create New select the form type from the dropdown.
   • Duplicate one of the sample forms in the forms table.
   • Use a sample form as-is or modify it to suit your needs.
     

📌 Note: You can always change a form’s type later from the General Info tab by selecting a new category in the dropdown.

How Forms Work

• Lead Forms: When someone completes a Lead Form, Safari Portal automatically creates a new File under the Leads pipeline with the form responses attached.
• • Form submissions are emailed to the person who shared the form and the form creator.
  • The person who created the form is made the owner of the Lead File.
• Assign to a Specific File: You can also attach form responses to any existing File. Responses appear under the Records section when you expand the File.
• • Form submissions are emailed to the person who shared the form, the person who created the form, the File owner, and any sales consultants listed on the File.
• Collect Submissions Independently: When collecting form submissions via a link, responses will automatically be attached to any contacts who complete the form.
• • Form submissions are emailed to the person who shared the form.
  • • If no contact profile exists, a new one will be created and the form submission will be automatically linked to it.
    • If a contact profile already exists, the form submission will be automatically linked to that profile. The system matches submissions based on the name and email address on a contact profile. When both fields match, the contact profile is updated with the new responses.
    • If the name or email associated with an existing contact is misspelled or entered differently on a form submission (e.g., 'Jen Agent' on the form but 'Jennifer Agent' on the contact profile), a duplicate profile will be created and must be merged manually.

Form Builder Features

From the Form Builder, you can:

• Add different types of inputs and elements, including Headlines, Text, Dividers, Dropdowns, Checkboxes, Short and Long Answers, File Uploads, Dates, Ratings, and more.
• Customize labels and placeholders.
• Use Smart Field Groups (pre-linked to system properties like passport details, personal info, marketing opt-in, health & dietary questions).
• • Example: If a traveler completes a form with a Smart Address field, their contact profile will automatically update with the new address.
• You can update the Submit button settings to automatically send an email to your client when they submit a form. You can also change the button name, color, and add a custom message clients see after submitting a form.
• Make any custom field into a smart field by opening the element editor and linking it to a system property.

Input Settings

• Make fields required.
• Adjust layout to half width.
• For select inputs (dropdowns), choose whether they are single- or multi-select.
• Date fields can be formatted as DD/MM/YYYY.

Editing & Saving Elements

• Hover over an element to see the toolbar on the right (delete, edit, duplicate).
• Use the six dots on the left to drag and reorder.
• Click into an element to open the full element editor.
• Auto-Save: Any edits you make in the Form Builder are saved automatically.
• Publish: To make updates live and shareable, click Publish.
• Undo: Click the back arrow in the top-left corner to revert your last change.

Sharing a Form

On the Share Form tab, you can choose how responses are handled:

• Collect submissions independently creates new contacts or updates existing ones
• Assign to a specific File creates or updates contacts and attaches responses directly to the File.
• Forms can then be shared via link, embed, or email.
• Form submissions can be viewed in the Submissions tab, on the client’s contact profile, and on the File, provided the Assign to a Specific File option was used.

Safari Portal Academy Tutorial

Keywords: Custom forms, forms, collecting guest information.